Podcasts about supercycle

In this episode, we dive into the explosive statements from Binance founder CZ (Changpeng Zhao) at Davos 2026, where he declared that Bitcoin is entering a "Supercycle" that could defy every historical model we know. 

Crypto News: Binance Founder CZ predicts Bitcoin will enter a supercycle this year.. UBS weighing crypto trading for private banking clients.Brought to you by

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

The Last Trade: Marty Bent breaks down bitcoin's 2026 setup, Fed vs Treasury tension, and why the denominator is breaking.---

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defense budget increase(10:45) Leidos (Ticker: LDOS)(19:20) RTX Corp (Ticker: RTX)(25:25) CACI International (Ticker: CACI)(33:26) L3 Harris (Ticker: LHX)(36:11) BWXT Technologies (Ticker: BWXT)(42:18) Kratos Defense (Ticker: KTOS)(50:08) Black Sky Technologies (Ticker: BKSY)(54:24) Concluding thoughts on defense sector*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The holiday season added muscle to Apple's (AAPL) iPhone 17 sales. LikeFolio's data shows strong demand in the tail-end of 2025, something Megan Brantley believes offers a good set-up for 2026. She makes the case that any positive headlines on AI development can send Apple's consumer sentiment soaring. However, Megan says there's a big question mark for the back half of the year when it comes to forward innovation. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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Gold just had its best year since 1979, and silver is up over 150%. But is this just the beginning of a historic supercycle? In this must-hear episode of On The Record, Christian Briggs, CEO of Hard Asset Management, joins NTD News to break down the massive, coordinated shift happening across global markets, and why gold, silver, platinum, and palladium are suddenly exploding in value.Christian pulls back the curtain on the forces driving this once-in-a-generation surge. Central banks around the world, from China to Russia and across the BRICS alliance, are dumping U.S. Treasuries and stockpiling gold at an unprecedented pace. Why? Because gold is becoming the new global backstop for currency credibility, and with BRICS preparing to launch a gold-backed digital currency, the stakes couldn't be higher.But silver isn't sitting on the sidelines either. With Elon Musk and global tech leaders warning about silver supply chain threats, and demand from data centers, EVs, solar panels, and microchips skyrocketing, the silver squeeze is real. Christian explains why the world needs over 1.5 billion ounces of silver annually, but mines are only producing a billion, and how that shortage could drive prices into uncharted territory.This episode also digs into the platinum and palladium boom as nuclear energy makes a comeback. President Trump's push to fast-track reactor approvals means critical minerals are about to become the backbone of 21st-century power grids, and Hard Asset Management is already seeing investor appetite shift toward these strategic metals.And here's the kicker: it's not just governments and institutions moving into metals, retail investors are piling in. According to Briggs, demand for physical gold, silver coins, and strategic metals is at a 40-year high. From inflation hedges to digital currency backlash, this is more than a trend, it's a movement.If you've been sitting on the sidelines, this is your wake-up call. Learn what's driving the metals boom, how to protect your wealth from a declining dollar, and why now, more than ever, hard assets are your best defense in a volatile world.

Der Krypto-Space ist gespalten: Steht Bitcoin vor dem Eintritt in einen Supercycle – oder wiederholt sich einmal mehr das altbekannte Bärenmarkt-Muster?

Helen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals prices high in the face of global tariffs, China's reach on global metals supply chains, critical minerals investments, and the COMEX-LME copper arbitrage. They mull over some of the key themes and uncertainties into 2026.   BMO clients can view our reports, 2026 Metals & Bulk Commodity Price Update: Material World BMO Precious Metals Monitor: Silver Bells Are Ringing Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

Dec 19, 2025 – The next great global conflict isn't over land, but the critical metals and resources that power our modern-day world. In today's Big Picture edition of the Financial Sense Newshour, Jim Puplava dives into the escalating resource war...

AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy 28:34 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders 35:04 Cursor Competes with Figma: The Convergence of Design and Coding Tools 46:20 The Biggest Danger for Incumbents: Being Maimed by AI 55:28 Boom Supersonic Raising $300M to… Power Data Centres… WTF 01:00:24 Will SpaceX IPO at $1.5TRN and The Elon Option Value    

Dec 16, 2025 – FS Insider sits down with Jeff Christian of CPM Group, one of the industry's most respected and accurate precious metals and commodity analysts, for a comprehensive outlook on the metals markets—especially in light of silver...

Coinbase just made a huge move: stablecoin yields are gone for regular users and moved behind a paywall. What does this mean for DeFi, crypto investors, and yield hunters? At the same time, Robinhood is shaking things up — launching bold new prediction market products that could change retail investing forever.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnuphold00:00 intro00:06 Coinbase ends free yields00:51 Robinhood Gold vs Coinbase One01:21 Sponsor: Uphold 02:35 Coinbase announcements today03:12 Robinhood Supercycle?03:55 Rebels04:28 Prediction Market upgrades05:00 Prediction Market survives bear market05:36 Robinhood Insurance Coming05:56 Custom Combo Markets06:29 Culture is bigger than sports07:06 Robinhood A.I. Cortex08:16 Which Exchange Will Win A.I.?09:02 Tokenized Stocks on Robinhood09:59 Marketshare Comparison10:26 xStocks Holders Hold Robinhood10:50 Securitize Launches Stocks11:14 Market Growth Potential12:24 Bullish Case is Bigger13:05 CLARITY Act Delayed14:20 Robinhood Doesn't Care14:49 Visa & Bank Lobby is Winning16:37 Exciting Updates Coming Today?17:20 $COIN vs $HOOD18:14 outro#Crypto #bitcoin #Ethereum~Coinbase Removes Stablecoin Yields!

Fidelity just dropped a bombshell: Bitcoin may be entering a decade-long supercycle, similar to the massive commodity boom of the 2000s. But with Bitcoin sitting at $87K—far below wild predictions—people are questioning everything. Is Bitcoin broken? Or is it grossly mispriced like Saylor, Fidelity, and even the UAE's prime minister believe?SPONSORS✅ Ledn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Simply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.

✔️ Pay Your Taxes In Bitcoin?✔️ 4 Year Cycle Overlay ✔️ December 26 Major Options Expiry ✔️ SEC On Bitcoin/Crypto & Blockchain ✔️ EPB: Crypto winter for BTCTC's ✔️ Samourai Update & Reminder✔️ Sources:► https://x.com/defimidas/status/1999916723898912840?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://finance.yahoo.com/news/crypto-winter-could-spur-darwinian-phase-for-digital-asset-treasury-companies-150010208.html► https://x.com/apsk32/status/2000412880446075378?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/river/status/2000628244219875740?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2000633287979733161?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2000633287979733161?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/david_eng_mba/status/2000273633634406630?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/jv_finance/status/2000672321145598143?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2000680350578594104?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► SAMOURAI https://x.com/coincards/status/1998818049953091742?s=52&t=CKH2brGypO5fEYTgQ-EFhQ✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Huge asset manager says we might be on the verge of a 10 year bitcoin bull market?► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 20%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

On this episode of the Going Long Podcast, Sarah Williamson speaks with Karl Kuchel, Chief Executive Officer of Macquarie Infrastructure Partners and Head of Infrastructure Americas at Macquarie Asset Management. Kuchel explains why infrastructure is in a sustained “supercycle,” driven by energy transition, digitalization, and shifting supply chains, and how AI and data center growth are colliding with power constraints. He also unpacks why infrastructure is fundamentally a stakeholder business, how Macquarie creates value by scaling platforms rather than simply owning mature assets, and what different types of investors should consider as they build and refine their infrastructure allocations for the next decade.  Topics Include:  [00:01:20] The Infrastructure Supercycle and Its Drivers: How structural themes like decarbonization and digitalization, combined with underinvestment and cyclical shifts such as deglobalization and reshoring, are creating broad, sustained demand for infrastructure capital across sectors. [00:05:20] Global Scale, Local Stakeholders: Why similar digital and energy trends are unfolding across the US, Europe, and Asia-Pacific, and how successful investing depends on pairing a global view with a deep local understanding of regulators, communities, employees, and other stakeholders. [00:11:45] AI, Data Centers, and Power as the New Constraint: How accelerating AI and data usage are driving unprecedented demand for data centers, why grid constraints and power availability now determine where capacity is built, and why rising costs have not dimmed investor appetite. [00:18:50] Creating Value Through Growth Platforms: What Macquarie's Aligned Data Centers journey illustrates about entering thematics early, scaling from a handful of sites to a national platform, exiting to crystallize returns, and focusing on businesses where growth and building are more accretive than simply buying at mature multiples. [00:25:55] Matching Infrastructure to Investor Objectives: How “infrastructure” spans a spectrum from stable, income-oriented assets to growth- and development-heavy strategies, and why more mature allocators now think in terms of how each exposure complements their existing infrastructure portfolio. [00:31:37] The Next Decade: Thematics Endure, Discipline Differentiates: Why Kuchel expects today's big themes – digital, data, power, and deglobalization – to remain in place over the next decade, and how the real test will be which investors paid sensible prices and executed well versus those who overpaid for strong stories. 

Nick Valdez looks at the BUSINESS CYCLE, or PMI and how it relates to 2026's crypto environment. Raoul Pal and Tom Lee have some very interesting theories which should lead to the rally of all rallies! 

Michael Saylor just added 10,624 BTC. The Fed is quietly rolling out stealth QE. Jack Maullers? Just dropped 43K BTC into custody. Bitcoin is now a pillar of national security in the UAE. This isn't just bullish—it's napalm-on-the-dollar bullish. Strap in.SPONSORS✅ Ledn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Simply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.

Bitmine and Fundstrat's Tom Lee ignited fresh debate in the crypto market this week after predicting that Ethereum could surge to $62,000 in the coming months, a call he made during a keynote address at Binance Blockchain Week.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 intro00:06 Sponsor: BTCC00:35 Binance Event00:59 Four Year Cycle Dead in January?02:06 Eight Weeks?02:26 MicroStrategy vs Bitmine Strategy03:09 Michael Saylor Yield Strategy04:08 Tom Lee Yield Strategy04:53 Michael Saylor Used A.I. To Create Product06:10 Everyone Wants 10%?06:43 People Will Get 10% in Stablecoin Yields07:35 Bitcoin Wins Credit?08:12 Ethereum Winning Credit08:36 Tom Lee vs Ethereum09:32 Peter Schiff vs CZ10:55 Tokenization of Gold11:46 ETH/BTC Ratio Breakout12:39 Tom Lee Ethereum Price Prediction13:09 Under Certain Conditions13:41 Tom Lee Increases ETH Buy Sizes14:29 outro#Crypto #Ethereum #Bitcoin~Crypto Supercycle?

This week, Andreas Munk Holm sits down with Jack Leeney, co-founder of 7GC, the transatlantic growth fund bridging Silicon Valley and Europe and a backer of AI giants like Anthropic, alongside European rising stars Poolside and Fluidstack.From IPOs at Morgan Stanley to running Telefónica's US venture arm and now operating a dual-continental fund, Jack shares how 7GC reads the AI supercycle, why infrastructure and platforms win first, and what Europe must fix to unlock the next wave of venture liquidity.

In this daily editorial, Craig Hemke, Founder and Editor of TF Metals Report, breaks down the historic acceleration in precious metals, with Silver surging over 15% in November and now approaching $60/oz. Craig argues this sustained move is fundamentally different from past spikes and serves as a "front run" to major bullish developments anticipated in 2026. We analyze the glaring valuation disconnect in mining shares - despite record metal prices - and the imminent catch-up trade, which is part of a broader "hard asset" boom that includes Copper and Gold. Key Discussion Points: Silver's New Analog: Why the current market action is a sustained breakout, similar to Gold's 2024 move, rather than a fleeting spike. The Valuation Disconnect: Analysis of the historic lag in GDX and silver miners (SIL), signaling a massive catch-up trade is imminent based on Q4 margin expansion. Macro Drivers: Discussion on the weakening US Dollar and massive US Treasury deficits fueling the need for hard assets. The Hard Asset Trade: Simultaneous monthly high closes across Gold, Silver, Copper, GDX, and COPX signaling a major, sustained commodity trend. Click here to visit Craig's website - TF Metals Report   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Happy Thanksgiving! Ethereum is heading into one of its biggest upgrades of the year. In this week's Weekly Rollup, Ryan and Anthony Sassano break down the Fusaka hard fork, what it ships for L2 scaling and gas limits, and why Justin Drake's real-time ZK proving demo could reshape Ethereum sooner than expected. They revisit the four-year cycle debate, unpack Tom Lee's “supercycle” conviction, and catch up on Monad's mainnet launch, the CFTC clearing Polymarket for U.S. users, and growing concern about Bitcoin's quantum risk. Anthony Sassano & The Daily Gwei  https://x.com/sassal0x https://x.com/thedailygwei  ------

From the secrets behind Shohei Ohtani's 64-square goal-setting framework to a comprehensive breakdown of Nvidia's earnings and the durability of the AI bull market. We also debate Scott Galloway's controversial take on why the anti-alcohol movement and remote work might be the worst things to happen to young men...Welcome to the Alfalfa Podcast

EMERGENCY FED MEETING CALLED FOR 2PM ET - Did the money printing cycle just begin?!► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 20%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

เคยได้ยินคำสัญญาที่หอมหวานที่สุดในโลกการเงินไหมครับ คำสัญญาที่บอกว่าสินทรัพย์อย่าง Bitcoin กำลังจะเข้าสู่สิ่งที่เรียกว่า “Supercycle” หรือวัฏจักรขาขึ้นรอบใหญ่ที่จะไม่มีวันจบสิ้น เราถูกกรอกหูมาตลอดว่า เป้าหมายที่ระดับราคา 200,000 ดอลลาร์สหรัฐฯ เป็นเรื่องที่ “หลีกเลี่ยงไม่ได้” มันคืออนาคตที่ต้องเกิดขึ้นอย่างแน่นอน แต่แล้วในสัปดาห์นี้ ภาพฝันเหล่านั้นไม่ได้จบลงด้วยเสียงพลุเฉลิมฉลองครับ แต่มันจบลงด้วยเสียงเครื่องจักรที่พังทลาย และความเงียบงันของพอร์ตการลงทุนที่ตัวเลขสีแดงฉาน เมื่อ Bitcoin ร่วงดิ่งลงมาต่ำกว่าระดับ 90,000 ดอลลาร์ และลบผลกำไรที่สะสมมาตลอดทั้งปี 2025 หายไปจนหมดเกลี้ยง ตลาดการเงินกำลังบังคับให้เราต้องเผชิญหน้ากับความจริง ความจริงที่นักวิจารณ์หลายคนพยายามตะโกนบอกเรามาหลายปี แต่เราเลือกที่จะไม่ฟัง ความจริงที่ว่า หากปราศจากเงินกู้ดอกเบี้ยต่ำ และปราศจากกระแสเก็งกำไรจากกฎระเบียบภาครัฐแล้ว “ราชาแห่งคริปโต” แทบจะไม่เหลืออะไรอยู่เลย เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Bitcoin #BTC #บิตคอยน์ #คริปโต #Crypto #Cryptocurrency #การเงิน #การลงทุน #เศรษฐกิจ #Fed #ทองคำ #ข่าวเศรษฐกิจ #เทรดคริปโต #วิเคราะห์กราฟ #นักลงทุน #ตลาดหุ้น #ETF #SmartMoney #Blockchain #DigitalAsset #ข่าววันนี้ #MoneyManagement #Trader #Investor #geekdaily #geekforeverpodcast

The first-ever U.S. spot XRP ETF has been approved and begins trading tomorrow, marking a historic moment for altcoins and opening the door to a new wave of institutional inflows. Meanwhile, Taiwan is now considering adding Bitcoin to its national reserves, signaling that global governments are beginning to view BTC as a strategic asset. In the U.S., regulators are moving fast: SEC Chair Paul Atkins unveiled a new “Token Taxonomy” that could redefine how digital assets are classified, Coinbase is reincorporating in Texas to align with pro-crypto state laws, and the Senate's draft bill is pushing more oversight toward the CFTC.

New @greenpillnet pod out today!

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The growing U.S. Silver Miner With a Hidden Strategic Metal Advantage… Americas Gold & Silver (TSX: USA | NYSE: USAS) CEO Paul Huet joins Trey Reik at the Wealthion–SCP Global Silver Conference to explain how he's turning a long-neglected miner into a growing U.S. silver producer with strategic exposure to antimony, a metal critical to U.S. national defense. With over 150 million ounces of silver resources, production set to rise from 1.2 million to as high as 10 million ounces per year, and breakthrough 99 % antimony recoveries, the company is poised to benefit from both the silver rally and America's push for secure supply chains. They discuss: How modernization doubled shaft capacity and cut mining time from 14 months to 28 days Why America's only producing antimony mine is suddenly in the national spotlight How China's export ban turned antimony into a $50 million-per-year opportunity Why 80% of revenue exposure to silver gives Americas Gold & Silver unique leverage The milestones ahead that could define the next phase of the silver bull market

The World's Purest Silver Miner Is Betting Big on today's silver bull market. First Majestic Silver's VP of Corporate Development, Mani Alkhafaji, joins Trey Reik at the Wealthion–SCP Global Silver Conference to share how the company is positioning itself for what it calls the start of a new silver supercycle. With 55 % silver exposure, a $970 million acquisition of Gatos, and three cornerstone mines in Mexico, First Majestic is leveraging its scale, balance-sheet strength, and new vertical integration strategy, including its own Las Vegas mint, to capture more value from rising silver prices. They discuss: Why maintaining true silver purity is getting harder across the mining industry How Mexico's new government is reopening the door to mining investment Why silver's breakout above $50 may only be the beginning The gold-to-silver ratio and the math behind a $100 silver thesis How First Majestic is scaling production beyond 30 million silver-equivalent ounces per year

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.

Stablecoins aren't crypto assets, they're negotiable instruments that banks should process like checks.In this episode of Stabled Up, we sit down with Tony McLaughlin, CEO of Ubyx and former Swift executive, to discuss why the stablecoin supercycle is here, how clearing infrastructure actually works, and why every bank will soon offer a stablecoin wallet.We discuss:- Why private blockchains have failed- The six magic words that will unlock bank adoption- How clearing infrastructure actually works- The coming Cambrian explosion of stablecoins- Why every bank will offer a wallet- CBDCs vs stablecoins: What's the real difference?- Stablecoins as "bundles of joy" for global commerceTimestamps00:00 Intro00:44 From TradFi to Crypto: Tony's Journey06:10 Why Public Blockchains Win08:52 Alvara Ad, Enso Ad, Talus Ad09:24 Ubyx's Infrastructure Solution for Banks14:46 Stablecoins vs Checks: The Perfect Comparison20:53 The Clearing Process Explained Simply24:38 Negotiable Instruments 101: What Banks Actually Understand28:16 Not All Stablecoins Are Created Equal32:57 CBDCs & Tokenized Deposits: The Real Differences35:24 Relay Ad, Hibachi Ad35:57 How Clearing Actually Works Behind the Scenes42:41 Wallets for Every Bank & Every Fintech46:46 Decentralizing the Network: The End GameWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Stijn Schmitz welcomes Brien Lundin to the show. Brien Lundin is Editor of 'The Gold Newsletter.com' & Host of the New Orlean's Investor Conference. Lundin discusses the current gold market, emphasizing that despite recent volatility, the fundamental factors driving the bull market remain strong. He believes the current market is part of a secular bull market with potential for gold prices to reach between $6,000 to $8,000, and potentially even higher in a significant monetary reset scenario. Central bank buying and the ongoing "debasement trade" continue to support gold's upward trajectory. Regarding mining stocks, Lundin argues that miners are still significantly undervalued. He anticipates that upcoming earnings reports will demonstrate the robust economics of gold projects at current prices. He recommends focusing on larger producers like Newmont and Newcrest in the near term, while also highlighting opportunities among developers and exploration companies. Lundin is optimistic about the increasing capital flow into the mining sector, viewing it as a positive development despite concerns about "dumb money". He sees this as part of a broader commodity super cycle affecting multiple metals, with particularly strong potential for base metals and energy metals due to supply constraints and growing demand. On silver, Lundin is bullish, noting the metal's potential for significant price appreciation. He highlights the inelastic supply of silver, with 70% of production being a byproduct of other metal mining, and expects industrial demand to consume all available mine supply in the coming years. The conversation also touched on other commodities like copper, vanadium, and zinc, with Lundin expressing optimism about their long-term potential driven by supply constraints and increasing demand. He emphasized the importance of understanding the sector, spreading risk, and being patient with investments. Lundin concluded by promoting his upcoming New Orleans Investment Conference, describing it as the longest-running investment event in the world, featuring numerous expert speakers across geopolitics, macroeconomics, and metals investing.

BitMine Immersion Technologies Inc (NASDAQ:BMNR) has been on a meteoric rise this year—up more than 600% since it began trading in June 2025—driven by its pivot from Bitcoin mining to an Ethereum -focused digital-asset treasury. The company now claims the crown as the world's largest corporate holder of ETH, attracting marquee investors like Cathie Wood‘s Ark Invest.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/coinbasePBN00:00 intro00:06 Sponsor: Coinbase00:36 Top Super Investors01:16 Ethereum Will Flip Bitcoin02:00 Marketcap Comparison03:05 Tom Lee shocks Cathie Wood04:02 Cathie Didn't Know?04:32 Proof of Work vs Proof of Stake05:20 Bitcoin Transaction Problems06:06 Steak&Shake Brags About Bitcoin Transactions06:52 Ethereum Has Developers07:25 Cathie: Banks vs Ethereum?08:45 Tom Lee: L2's Benefit Ethereum09:45 Tokenization + Prediction Markets10:39 Polygon & Polymakret11:23 Polymarket Being Upgraded12:29 Tom Lee: Cathie is too conservative13:47 Cathie Wanted to Stake ETH14:39 Companies Are Waiting To Stake15:15 outro#Ethereum #bitcoin #crypto~Cathie Wood vs Tom Lee

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Wall Street is all-in on Bitcoin, and the charts are screaming Supercycle. With ETF inflows exploding, institutional money flooding back into the market, and tokenization reshaping global finance, Bitcoin's rise past $126K could be the start of something far bigger. From BNY Mellon's blockchain expansion to a surge in crypto ETF launches, traditional finance is going on-chain faster than ever. In today's livestream, we break down whether this is truly the beginning of the Bitcoin Supercycle, how Wall Street's adoption could fuel the next massive leg higher, and what investors should watch as the world's largest institutions embrace crypto like never before.

What if you could arrive at your ski chalet and find premium ski wear waiting for you, no suitcase, no hassle, and a lot less waste?In this episode of HappyPorch Radio, hosts Barry O'Kane and Tandi Tuakli talk with Anna Smoothy and Anders Bergenstrand, co-founders of Cirkel Supply, a Swiss startup rethinking ski holidays with circular rental.Cirkel combines technology and circular design to make ski wear rental simple and sustainable. Using platforms like Shopify and Supercycle, they deliver high-quality ski outfits directly to accommodation, proving how smart tech choices can support convenience, reduce waste, and keep products in circulation.✨ In this episode:Why ski wear is a perfect case for access over ownershipHow off-the-shelf tech platforms help startups scale efficientlyThe role of lifecycle assessments in measuring circular impactWhat seasonality teaches about building resilient circular systemsCirkel's vision for expanding beyond Switzerland to serve global ski tourism

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Connect with Onramp // Connect with Acropolis // Connect with Early RidersPresented by Onramp Media in collaboration with Acropolis & Early Riders...Bitcoin for Businesses is a bi-weekly podcast for operators. We turn headlines into a playbook, covering custody architecture, board approvals, accounting, financing, and real-world implementation.00:00 – Welcome to Bitcoin for Businesses02:12 – MIC: the corporate custody unlock06:42 – Ledn pivots to bitcoin-only lending10:59 – Bitcoin-only vs multi-asset UX12:47 – Public treasuries + fair-value accounting catalyst20:39 – The “yield” mirage: save, don't reach25:16 – Macro: inflation squeeze, bankruptcies, rate cuts & MMFs32:05 – Offense & defense: pricing power, network effects39:49 – BTC-backed credit lines for working capital43:52 – Stablecoins as on-ramps; finality vs chargebacks51:58 – Real-world payments: Namecheap $2M via BTCPay57:25 – Closing takeaways & CTAIf you found this valuable, please subscribe to Onramp Media.

Connect with Onramp // Onramp Terminal // Jesse Kobernick on XThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 - Intro to Jesse Kobernick05:10 - Bitcoin Treasury Companies: Promises vs Reality23:55 - Retail Flows and Reflexivity32:35 - Outlook and Risks for Bitcoin Equity Proxies38:38 - Gold vs Bitcoin: A Century in One Chart43:17 - Long Bonds, Fiscal Dominance, and the Risk-Free Myth49:00 - Global Reserves Shift: Central Banks Buy Gold51:57 - Self-Custody at Scale: Real Risks01:22:11 - Multi-Institution Custody Explained01:24:46 - ETFs and Single-Custodian Risk01:28:44 - Market Structure and Cycle Paths01:34:19 - Supercycle on the Table?01:37:53 - Guardian Controls for Real-World Threats01:49:40 - Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Episode 431 is the seventh episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Edward Chancellor, a financial historian, award-winning journalist, and the author of “Devil Take the Hindmost: A History of Financial Speculation." Eddie, Grant, and Demetri discuss how excessively interventionist monetary policies and widespread speculative excesses have prolonged the final phase of a “Debt Supercycle,” whose bursting will likely usher in a new era of financial repression, marked by increased capital controls, currency crises, heightened geopolitical risk, and social turmoil. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/24/2025

⏱️ Timestamps9:50 – U.S. vs Iran: Latest Updates & Impact19:00 – Big Tech: The New Giants of War?25:04 – Best Stocks in the “War Index”37:30 – Credit Card Company Performance (Visa, AmEx, Mastercard, etc.)41:57 – S&P Near Highs, But Sentiment at Lows: Is the Market Ignoring the Consumer?48:50 – One Economic Indicator Retail Investors Should Track Weekly52:46 – Case Study: Michael Rubin's Fanatics Fest59:10 – Elon's Robotaxis: Is Tesla Back?1:08:00 – Oil Spike: Short-Term Shock or Start of a Supercycle?1:13:30 – Apple's AI Paper: Is Apple Underhyped Compared to LRM Rivals?1:24:33 - The Vendor That Tripled Profits at Invest Fest In this episode, we dive into the escalating tensions between the U.S. and Iran and explore how it could impact global markets. We also examine whether Big Tech is quietly becoming the new face of modern warfare and identify the top-performing stocks in what we're calling the “War Index.” With oil prices spiking and geopolitical risks rising, we ask the critical question: is this just a short-term shock or the beginning of a multi-year supercycle?We shift to the consumer economy, analyzing the 2024 performance of credit card giants like Visa, American Express, and Mastercard. With the S&P flirting with all-time highs while consumer sentiment hits record lows, we break down whether the market is ignoring key warning signs — or betting on a comeback. You'll also hear which economic indicator retail investors often overlook, but should track weekly to better time trades.We wrap up with a case study on Michael Rubin's Fanatics Fest, a look at Tesla's robotaxi push, and a deep dive into Apple's newest AI paper. Plus, two special guests join us to talk about their experiences at Invest Fest — one as a vendor and the other as the winner of last year's pitch competition.Invest Fest Ticket Link: https://investfest.com#InvestFest #StockMarket #Tesla #Apple #Visa #BigTech #Iran #OilPrices #AI #ElonMusk #FanaticsFest #RetailInvesting #S&P500 #MarketMondays #EarnYourLeisureSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy